Company Information

Get to know Westface College Planning

Founded by Beatrice K. Schultz, a Certified College Funding Specialist (CCFS®), Westface College Planning specializes in guiding families through the complexities of financing higher education. The company's mission is to create customized college funding plans that align with a family's overall financial goals. Their services include evaluating a family's financial situation, navigating financial aid forms like the FAFSA and CSS Profile, analyzing financial aid awards, and implementing savings and investment strategies for college expenses. It appears to operate as a specialized service arm of Westface Wealth Management, a registered investment adviser.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Westface College Planning

United States

Founded in

2006 (20 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.